Red Seven fees and pricing

Financial planner in Escondido, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 23, 2026, Red Seven charges a flat or project fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $1,500; “The standard rate for creating client financial plans is $1,500.”

Payment and refund terms, quoted from the fee section of the brochure.

“These fees are negotiable and the final fee schedule is attached as Exhibit I of the Investment Advisory Contract.”
“Accounts on the Goldman Sachs and Altruist platforms are billed monthly in arrears based on the average daily balance in the account for the previous month and deducted directly from the client’s accounts on or about the 10th of each month.”
“Accounts on the Charles Schwab and American Funds platforms are billed quarterly in arrears based on the average daily balance in the account for the previous quarter and deducted directly from the clients account in the month following the quarter end.”

Its flat or project fee of $1,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 254
Employees: 4
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $104,395,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 168542
Website: red7wm.com (opens in new tab)
Phone: (760) 705-3520

Can advise clients in 4 states: Arkansas, California, Montana, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.